Optimize Salesforce Costs by Using Partner Community Licenses
Goal Salesforce is a powerful and most used CRM platform, but licensing costs can quickly add up, especially when multiple ...
Supercharge Customer Experience with the Power of Zendesk To Salesforce Integration
INTRODUCTION Salesforce CRM is a leading customer relationship management platform trusted by businesses worldwide. With its comprehensive suite of features and cloud-based infrastructure, Salesforce CRM empowers organizations to effectively manage customer interactions, drive sales, and deliver exceptional customer experiences. Zendesk support is a well-known ticketing system specifically designed for tracking, prioritizing, and solving customer support…
Case Study: Reinventing Donation Processing with WordPress, Stripe & Salesforce
Background A well-established non-profit organization in UK relied on its WordPress website to drive community donations. While the organization had a loyal donor base, their previous automation setup created bottlenecks, inconsistencies, and unnecessary operational costs. The Challenge The customer’s WordPress donation process ran on: A Stripe plugin for payments Zapier for pushing donation data into…
Skip Tracing in Real Estate: Why It Matters & The Best APIs to Connect with Salesforce
🏡 Skip Tracing in Real Estate What is Skip Tracing? Skip tracing is the process of finding people—often property owners, tenants, or leads—whose contact details are missing, outdated, or difficult to track down. In the real estate world, it’s a game-changer for agents and investors who want to uncover off-market opportunities, connect with absentee landlords,…
Top Five Free Salesforce AppExchange Apps Every Org Must Have
Introduction Salesforce AppExchange is home to thousands of apps designed to extend the power of your CRM. With so many options, choosing the right ones can be overwhelming. To save you time, we’ve curated five must-have Salesforce AppExchange apps that drive productivity, data insights, and user adoption. 1. Smart Lists AppExchange Link 🔗 Key Features…
Auto-Response Rules VS Workflow Email Alerts in Salesforce Service Cloud
deciding between Case Auto-Response Rules and Custom Email Alerts for customer support case acknowledgment emails, both approaches have their strengths. ...
FINMO to Salesforce Migration: Key Steps and Tips
About Systems Finmo Finmo is a digital platform that helps mortgage brokers manage and simplify the loan application process. This cloud-based ...
Customized Lead Import Tool for Sales Reps in Salesforce
How quickly you import Leads into Salesforce Org? It’s most crucial part to generate the Leads or buy the Leads ...
External image not displaying in Salesforce
Description If an external image is not displaying in a Salesforce or Community (Experience Cloud), this is likely due to ...